How big is Sonata Bank's plan?

Sonata Bank's plan reported $1.3M in assets and 43 participants for 2024.

Original filing (PDF)20250702125507NAL0013700993001

Sonata Bank

Name: Sonata Bank — Sonata Bank 401(k) Plan, Form 5500 (2024)
Creator: Sonata Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sonata Bank 401(k) Plan

401(k) retirement plan · Sonata Bank's Sonata Bank 401(k) Plan held $1.3M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Sonata Bank's EIN is 61-0334970.

EIN 61-0334970

Plan number 001

Plan year 2024

ACK ID 20250702125507NAL0013700993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sonata Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sonata Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SONATA BANK.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SONATA BANK

EIN

all filings

Address

761 OLD HICKORY BOULEVARD · SUITE 400 · BRENTWOOD, TN · 37027

Phone

(615) 857-8011

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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